The Pittsburgh Group

thepittsburghgroup@legacyedge.com

Our Story

As an extension of our partners at Legacy Edge Advisors, we recognize that our clients' financial success is built on a foundation of trust. We believe trust must be earned from the very beginning of the relationship and continually reinforced through consistent service, transparency, and commitment.

Our Services

As a fee-based, fiduciary driven firm, we are dedicated to placing our clients' goals, interests, and peace of mind at the forefront of everything we do. From our initial conversation through years of partnership, we are committed to helping you grow, and preserve your legacy for generations to come. 

Who We Serve

We serve select families on the road to financial independence and generational wealth — where costly mistakes in retirement income, drawdown strategy, and taxation can derail even the best-laid plans. Our clients tend to share a common profile:

  • Dually employed households — particularly in higher education and healthcare
  • University and college employees
  • Pension plan participants
  • Small business owners


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Lute White

Wealth Management Advisor

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Jarrod Sleppy

Wealth Management Advisor

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Collin Glover

Sr. Portfolio Manager